AMM
American Money Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,031
| Closed | -$381K | – | 90 |
|
|
2020
Q4 | $381K | Sell |
4,031
-1,104
| -21% | -$104K | 0.15% | 66 |
|
|
2020
Q3 | $447K | Sell |
5,135
-1,070
| -17% | -$93.1K | 0.2% | 57 |
|
|
2020
Q2 | $542K | Sell |
6,205
-29,334
| -83% | -$2.56M | 0.25% | 56 |
|
|
2020
Q1 | $2.93M | Buy |
35,539
+675
| +2% | +$55.7K | 1.64% | 27 |
|
|
2019
Q4 | $3.3M | Sell |
34,864
-186
| -0.5% | -$17.6K | 1.54% | 32 |
|
|
2019
Q3 | $3.05M | Sell |
35,050
-2,054
| -6% | -$179K | 1.63% | 30 |
|
|
2019
Q2 | $3.39M | Sell |
37,104
-284
| -0.8% | -$25.9K | 1.81% | 23 |
|
|
2019
Q1 | $3.59M | Sell |
37,388
-1,799
| -5% | -$173K | 2% | 20 |
|
|
2018
Q4 | $3.36M | Sell |
39,187
-973
| -2% | -$83.5K | 2.12% | 22 |
|
|
2018
Q3 | $3.46M | Sell |
40,160
-126
| -0.3% | -$10.9K | 1.98% | 21 |
|
|
2018
Q2 | $3.04M | Buy |
40,286
+922
| +2% | +$69.6K | 1.84% | 27 |
|
|
2018
Q1 | $3.18M | Buy |
39,364
+1,046
| +3% | +$84.6K | 1.99% | 22 |
|
|
2017
Q4 | $3.22M | Buy |
38,318
+7,938
| +26% | +$666K | 1.95% | 24 |
|
|
2017
Q3 | $2.61M | Sell |
30,380
-123
| -0.4% | -$10.6K | 1.73% | 29 |
|
|
2017
Q2 | $2.55M | Sell |
30,503
-888
| -3% | -$74.1K | 1.81% | 28 |
|
|
2017
Q1 | $2.33M | Buy |
31,391
+2,288
| +8% | +$170K | 1.72% | 33 |
|
|
2016
Q4 | $2.12M | Sell |
29,103
-1,483
| -5% | -$108K | 1.71% | 30 |
|
|
2016
Q3 | $2.42M | Buy |
30,586
+172
| +0.6% | +$13.6K | 1.93% | 25 |
|
|
2016
Q2 | $2.51M | Buy |
30,414
+2,360
| +8% | +$195K | 2.08% | 21 |
|
|
2016
Q1 | $2.03M | Buy |
28,054
+645
| +2% | +$46.7K | 1.68% | 29 |
|
|
2015
Q4 | $2.36M | Buy |
27,409
+3,076
| +13% | +$265K | 2.02% | 16 |
|
|
2015
Q3 | $2.24M | Buy |
24,333
+3,158
| +15% | +$290K | 2.11% | 12 |
|
|
2015
Q2 | $2.08M | Sell |
21,175
-294
| -1% | -$28.9K | 1.76% | 24 |
|
|
2015
Q1 | $2.12M | Sell |
21,469
-430
| -2% | -$42.4K | 1.85% | 18 |
|
|
2014
Q4 | $2.03M | Buy |
21,899
+167
| +0.8% | +$15.5K | 1.75% | 19 |
|
|
2014
Q3 | $2.05M | Buy |
21,732
+1,782
| +9% | +$168K | 1.73% | 19 |
|
|
2014
Q2 | $1.81M | Sell |
19,950
-1,015
| -5% | -$91.9K | 1.48% | 28 |
|
|
2014
Q1 | $1.78M | Buy |
20,965
+15
| +0.1% | +$1.28K | 1.51% | 25 |
|
|
2013
Q4 | $1.68M | Buy |
+20,950
| New | +$1.68M | 1.45% | 31 |
|